IWN

Independent Wealth Network Portfolio holdings

AUM $311M
1-Year Est. Return 17.51%
This Quarter Est. Return
1 Year Est. Return
+17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$5.31M
3
+$4.79M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$4.57M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$4.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.3%
2 Industrials 4.87%
3 Financials 3.78%
4 Communication Services 2.54%
5 Energy 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$556K 0.36%
+5,591
77
$554K 0.36%
+3,137
78
$551K 0.36%
+8,068
79
$542K 0.35%
+3,279
80
$540K 0.35%
+6,250
81
$540K 0.35%
+20,674
82
$535K 0.35%
+13,891
83
$531K 0.35%
+2,304
84
$520K 0.34%
+2,056
85
$518K 0.34%
+3,060
86
$512K 0.33%
+4,478
87
$512K 0.33%
+3,326
88
$511K 0.33%
+3,004
89
$511K 0.33%
+7,990
90
$494K 0.32%
+15,883
91
$490K 0.32%
+1,560
92
$484K 0.32%
+3,772
93
$482K 0.32%
+1,860
94
$479K 0.31%
+25,536
95
$479K 0.31%
+8,350
96
$479K 0.31%
+1,578
97
$473K 0.31%
+18,552
98
$470K 0.31%
+4,457
99
$462K 0.3%
+3,915
100
$456K 0.3%
+9,041
2 3
4
5 6